Hilltop Wealth Advisors
Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSG, IVV, VEA, XLV, VWO, and represent 54.91% of Hilltop Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, NTAP, MGK, NVDA, XLV, VUG, IUSV, GOOG, MCK, MU.
- Started 21 new stock positions in AGG, KO, VXF, ASML, MU, MCK, BOND, TSM, LLY, ACWX. USHY, BKLN, NTAP, GOOG, GEV, INTC, AMD, RY, SCHX, GE, DIS.
- Reduced shares in these 10 stocks: IUSG, IVV, SUSA, XJH, IVE, IVW, IDEV, OEF, VEA, .
- Sold out of its position in WIT.
- Hilltop Wealth Advisors was a net buyer of stock by $18M.
- Hilltop Wealth Advisors has $202M in assets under management (AUM), dropping by 21.17%.
- Central Index Key (CIK): 0001786241
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Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Gwt (IUSG) | 21.2 | $43M | -5% | 228k | 188.09 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 13.0 | $26M | -3% | 35k | 748.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.0 | $18M | 256k | 71.25 |
|
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 8.3 | $17M | +9% | 105k | 158.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.4 | $6.8M | +2% | 114k | 59.69 |
|
| NVIDIA Corporation Put Option (NVDA) | 3.3 | $6.7M | +58% | 34k | 200.09 |
|
| Ishares Tr Esg Optimized (SUSA) | 3.1 | $6.2M | -4% | 40k | 154.30 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.8 | $5.6M | 153k | 36.87 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.5 | $5.1M | +13% | 46k | 110.15 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $4.5M | -2% | 20k | 227.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $4.3M | +300% | 53k | 80.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $4.0M | 29k | 137.53 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.8 | $3.7M | 36k | 102.81 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 1.8 | $3.6M | +391% | 41k | 87.91 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.6 | $3.3M | +6% | 30k | 110.32 |
|
| Vanguard World Mega Cap Index (MGC) | 1.6 | $3.2M | 12k | 273.62 |
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| NetApp (NTAP) | 1.4 | $2.9M | NEW | 19k | 154.76 |
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| International Business Machines (IBM) | 1.4 | $2.9M | 10k | 281.20 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.4 | $2.8M | 32k | 89.01 |
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| Apple (AAPL) | 1.3 | $2.6M | +7% | 8.9k | 289.37 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.2 | $2.4M | 15k | 163.45 |
|
|
| Ishares Tr Esg Select Scre (XJH) | 1.1 | $2.2M | -4% | 42k | 52.15 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 5.4k | 373.00 |
|
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| Ishares Esg Awr Msci Em (ESGE) | 0.8 | $1.6M | 29k | 54.69 |
|
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.6 | $1.1M | 22k | 51.78 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.1M | +14% | 3.1k | 357.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.1M | +499% | 13k | 86.14 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $990k | 13k | 77.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $761k | 23k | 33.84 |
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| Amazon (AMZN) | 0.4 | $745k | +23% | 3.1k | 238.38 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $711k | 37k | 19.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $660k | 6.8k | 96.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $606k | +47% | 1.2k | 500.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $598k | NEW | 1.7k | 353.36 |
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| McKesson Corporation (MCK) | 0.3 | $540k | NEW | 715.00 | 755.60 |
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| Micron Technology (MU) | 0.3 | $513k | NEW | 444.00 | 1154.29 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $511k | NEW | 17k | 29.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $502k | +17% | 1.5k | 327.33 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $499k | 10k | 49.55 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $499k | NEW | 5.4k | 92.21 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $471k | -5% | 1.3k | 365.87 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $465k | 3.3k | 142.39 |
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| Broadcom (AVGO) | 0.2 | $462k | +12% | 1.2k | 377.75 |
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| Johnson & Johnson (JNJ) | 0.2 | $461k | +6% | 1.8k | 253.97 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $406k | 543.00 | 746.77 |
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|
| Visa Com Cl A (V) | 0.2 | $395k | +17% | 1.2k | 343.09 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $379k | 3.5k | 107.63 |
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| Meta Platforms Cl A (META) | 0.2 | $368k | +12% | 654.00 | 563.30 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $348k | NEW | 4.6k | 76.11 |
|
| Ge Aerospace Com New (GE) | 0.2 | $341k | NEW | 913.00 | 373.73 |
|
| Intel Corporation (INTC) | 0.2 | $333k | NEW | 2.4k | 139.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $323k | 471.00 | 686.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $313k | 425.00 | 736.40 |
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| Abbvie (ABBV) | 0.2 | $307k | +6% | 1.2k | 251.70 |
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| Tesla Motors (TSLA) | 0.2 | $304k | 722.00 | 420.60 |
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| Ventas (VTR) | 0.1 | $300k | 3.4k | 88.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $292k | 849.00 | 343.90 |
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| Ge Vernova (GEV) | 0.1 | $290k | NEW | 247.00 | 1174.86 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $277k | NEW | 580.00 | 477.57 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $275k | NEW | 138.00 | 1989.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $274k | NEW | 2.8k | 98.98 |
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| Welltower Inc Com reit (WELL) | 0.1 | $265k | 1.2k | 226.97 |
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| Rbc Cad (RY) | 0.1 | $257k | NEW | 1.2k | 206.97 |
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| Merck & Co (MRK) | 0.1 | $251k | -2% | 2.0k | 128.50 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $235k | NEW | 196.00 | 1199.43 |
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| Advanced Micro Devices (AMD) | 0.1 | $232k | NEW | 399.00 | 580.91 |
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| Walt Disney Company (DIS) | 0.1 | $228k | NEW | 2.4k | 96.25 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $219k | 1.7k | 126.56 |
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| Wal-Mart Stores (WMT) | 0.1 | $217k | +8% | 1.9k | 113.26 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $209k | NEW | 849.00 | 246.12 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $205k | NEW | 5.5k | 37.02 |
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| Coca-Cola Company (KO) | 0.1 | $204k | NEW | 2.5k | 81.28 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $202k | NEW | 9.9k | 20.37 |
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Past Filings by Hilltop Wealth Advisors
SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019
- Hilltop Wealth Advisors 2026 Q2 filed Aug. 14, 2026
- Hilltop Wealth Advisors 2026 Q1 filed April 15, 2026
- Hilltop Wealth Advisors 2025 Q4 filed Jan. 14, 2026
- Hilltop Wealth Advisors 2025 Q3 filed Oct. 16, 2025
- Hilltop Wealth Advisors 2025 Q2 filed July 11, 2025
- Hilltop Wealth Advisors 2025 Q1 filed April 16, 2025
- Hilltop Wealth Advisors 2024 Q4 filed Jan. 8, 2025
- Hilltop Wealth Advisors 2024 Q3 filed Oct. 9, 2024
- Hilltop Wealth Advisors 2024 Q2 filed July 3, 2024
- Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
- Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
- Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
- Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
- Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022